Unlock Success in Family Dynamics and Next-Gen Wealth with Jackie Wilke

Are you ready to become the indispensable advisor who guides entire families through wealth building and legacy planning?

Remember, it's not your client's responsibility to introduce you and it's not the family member's job to ask. You must be proactive and cultivate relationships across the family tree!

In this enlightening and highly relevant episode, Duncan MacPherson speaks with Jackie Wilke, VP of Advisor Consulting at First Trust Portfolios. They provide a step-by-step guide to progressively foster relationships with your clients' family members (including the next-gen wealth inheritors).

They discuss:

• How to initiate the conversation with the "family phone call"
• How to position yourself as a valuable resource for the client's family (you must lead with a give, not an ask!)
• Major opportunities to create educational content and develop social proof
• Connecting with the sandwich generation
• The sweet spot between high-tech and high-touch
• How to adapt to the evolving needs of the next-gen
• And more

Stream the full podcast for valuable insights:

Apple Podcasts:  paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb

Share your thoughts or questions with us. We're here to engage!